Wealth Management Client Associate — Onboarding & Support

RBC; Farmington (CT); On-site; USD 45,000 - 77,000; Full time

Job summary

RBC Wealth Management in Farmington, CT is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors, handling account questions, documentation, and routine operations in a fast-paced, collaborative environment.

You will build relationships, ensure compliance, process transfers and trades, and support advisors with data entry and client service, with training and opportunities to grow within RBC.

Qualifications

• Bachelor’s degree or job-related experience
• Strong soft skills including verbal and written communication, people, organizational, and client service skills
• Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
• Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
• Ability to adapt to a rapidly changing business and technology environment

Responsibilities

• Build and maintain professional relationships with clients by assisting them and answering account questions.
• Take initiative to handle account inquiries and customer needs and elevate to financial advisors when appropriate.
• Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
• Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH’s in a timely manner.
• Maintain confidentiality in accordance with RBC’s Code of Conduct.

Skills

Customer Service

Data Entry

Data Gathering Analysis

Desktop Tools

Group Problem Solving

Interpersonal Relationships

Knowledge Organization

Teamwork

Time Management

Word Processing Software

Job description

RBC Wealth Management in Farmington, CT is seeking a Client Associate/Registered Client Associate to be a trusted resource for clients and advisors, handling account questions, documentation, and routine operations in a fast-paced, collaborative environment.

You will build relationships, ensure compliance, process transfers and trades, and support advisors with data entry and client service, with training and opportunities to grow within RBC.